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Apple may oust HP as top portable maker in 2012 through iPad

updated 10:50 pm EDT, Thu June 30, 2011

Insiders tip Apple leading HP when iPads included

Apple is on track to topple HP as the most popular portable computer maker when iPads are factored in, new tips from the industry hinted Thursday night. Apple is now estimated to be shipping 15 million MacBooks of all kinds in 2012 and, combined with raised external estimates of 60 million iPads the same year, would amount to 25 to 30 percent of the estimated portable market. HP is expected to ship no more than 50 million notebooks in 2011 but, because it can't count on rapid PC growth or on the TouchPad, isn't considered likely by Digitimes' sources to topple Apple when their combined mobile platforms are involved.

Comparisons of the sort have been made before but have usually been based on existing share, not forward-looking estimates. Predictions such as these are likely to change significantly in coming months but can serve as rough ballparks. For 2011, Apple may be on track with up to 14 million iPads in the summer if supply chain estimates are accurate.

The iPad has most often had the biggest impact in the notebook category. Microsoft has seen netbook revenue plunge 40 percent earlier in 2011, and Acer has had to shrink its notebook shipments and ultimately reorganize itself to get away from its dependencies on netbooks and low-end notebooks.

HP for its part has fended off Acer and Dell for the top place in PCs as a whole. More recently, though, its lead has been chipped away by rivals. Its most recent quarter was defined by a steep drop in home PC revenue and won't necessarily improve in the near term.



By Electronista Staff
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Comments

  1. SockRolid

    Forum Regular

    Joined: Jan 2010

    +3

    Wait for it...

    In about 18 seconds, there will be a deafeningly loud and shrill noise. The dozens of people who read electronista.com and who think that "iPad is NOT a computer" will chimp-scream ad nauseam.

    "It doesn't do enough" is what the mainframe and minicomputer aficionados said about the original IBM PC. "Just a toy" they said. Uh huh.

  1. iphonerulez

    Fresh-Faced Recruit

    Joined: Nov 2008

    +2

    Hearing this is sweet to the ears...

    Taking down a company the size of HP would be a monumental win. And still Wall Streets says that Apple has limited growth potential. You have to figure that the iPad is expensive as most of HP's mid-level Windows notebooks and HP has to pay Microsoft licensing fees for Windows. Surely the revenue that Apple makes from notebook and iPads would likely outdo the revenue that HP makes on all its notebooks. The only place that Apple fairs badly against HP would be desktops. If Apple could only manage to sell iMacs, Mac Minis and Mac Pros to businesses, Apple could really do some damage to Microsoft by blocking millions of copies Windows from ever being used. Unfortunately, it will likely never happen since Apple doesn't seem to actively chase after big businesses for sales. iMacs are some terrific machines. I've been using a 24" 3.06 GHz Intel iMac that's been running 24/7 for a couple of years. I only reboot it for OSX updates and that's it. It has never crashed and is super reliable. Businesses are really missing out on a great machine.

  1. testudo

    Forum Regular

    Joined: Aug 2001

    +1

    Re: Wait for it

    But if the iPad is a computer, then so is the iPhone. So, then, Apple already passed HP years ago.

  1. testudo

    Forum Regular

    Joined: Aug 2001

    0

    Re: Hearing this

    Taking down a company the size of HP would be a monumental win. And still Wall Streets says that Apple has limited growth potential.

    And where are you seeing Wall street say that? Oh, you're probably just assuming they are, because wall street just hates apple.

    . I've been using a 24" 3.06 GHz Intel iMac that's been running 24/7 for a couple of years. I only reboot it for OSX updates and that's it. It has never crashed and is super reliable. Businesses are really missing out on a great machine.

    Wow, if only they knew that. I'm sure once CTOs all over hear iPhoneRulez runs his iMac 24/7 for years on end, they'll realize what a mistake they've been making.

    Then again, they'll just find some other excuse for not switching. Like "Hey, what do you mean Apple's releasing a new OS that won't run several pieces of our software because they decided Rosetta isn't worthwhile?" or "Wait, what do you mean if I buy that set of MacBook Airs in November, they can only run Lion? We're not planning on running Lion until all of our in-house software is verified against it, and some of the older software is re-written into intel code. Why can't I just run Snow Leopard on them until we're ready for a complete switch?"

    You know, the lame things businesses always want to do.

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